Financial Services Consultant

divh2Financial Services Consultant/h2pCompensation: $110k-$130k annually/ppLocation: Scottsdale, AZ/ppWorkplace Setting: Fully Onsite/ppPosition Summary:/ppPrimary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. Drawing on your expertise, you will collaborate closely with clients to develop tailored financial plans that align with their short-term objectives and long-term aspirations./ppThrough diligent analysis and assessment, you will identify areas for optimization, provide actionable recommendations, and facilitate informed decision-making processes to ensure financial objectives are met effectively./ppAbout Cardone Ventures:/ppOur mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day./ppSuccess Looks Like:/pulliExtending expertise beyond financial considerations to provide actionable solutions for operational challenges within the business./liliServing as a pivotal catalyst in 10X Financial Services, driving and motivating transformative change in our clients behaviors/li/ulpObjectives:/pulliDrive plans for major financial strategies, spending, system management, financial processes/controls for clients/liliWork on optimizing and analyzing income statements, balance sheets, budgets, forecasts, and charts of accounts for clients/liliManage the quarterly/annual budgeting, revenue forecasting, and financial review process comparing actual to budget performance for assigned Cardone Ventures clients/liliPrepare presentations outlining industry best practices for businesses and then tailor future calls to bridge the gaps they are facing/liliProactively advise on industry standards for managing expenses, people costs, marketing spend and owner draws/liliWork with each client to develop their Corporate, Department, and Employee KPIs/liliAdvise each client on compensation plan best practices and collaborate to develop the proper model for each of their roles/liliPrepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients/liliCollaborate with clients to set short- and long-term financial goals/liliCreate and deliver financial details and summaries to Cardone Ventures Leadership Team and clients/liliKeep accurate recaps of each call and a detailed history of client progression from contract inception/li/ulpCompetencies:/pulliDemonstration of an understanding of all aspects of a clients business from a financial standpoint and how it connects to the financial strategy and current financial standing of the business/liliAbility to analyze a clients revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity/liliCan help make decisions for the client based on their margin rates, labor rates, cash position and financial obligations/liliUnderstanding of month-end closing cycle and can walk a client through the checklist/liliAbility to develop complex financial models, budgets, and financial reporting packages/liliAbility to analyze financial data and financial statements (PL, Balance Sheet and Cash Flows) to devise the financial strategy of the business and where the resources and personnel time should be deployed/liliAbility to understand the clients budget and roles within their team to develop individual incentive based off of performance metrics and KPIs/liliAbility to make financial recommendations that will move the clients business, grow their revenue and enhance their profitability/liliUnderstanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other/liliIntermediate knowledge of Excel functions and formulas to increase efficiency and the ability to analyze data within the business/li/ulpEducation and Experience:/pulliBachelors Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience/liliAt least 5 years work experience in finance and accounting, preferably in a consulting capacity/li/ulpPhysical Requirements:/pulliProlonged periods sitting at a desk and working on a computer/li/ulp10X Total Rewards:/pulliMedical, dental, and vision (employee + dependents)/lili401(k) with up to 3% company match/liliParental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both/liliVacation and sick time that increases with tenure/liliGym membership, 100% paid/liliMeal prep service discounts/liliPet insurance through SPOT/liliEmployee Assistance Program through Guardian/liliProfessional development reimbursements for outside courses and certifications/lili10X Mentorship Program/lili$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing/liliUncapped commission eligibility for all team members/li/ulpCommitment to Diversity:/ppAs an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners./ppCardone Ventures uses AI-assisted tools as part of our recruiting process. These tools may be used to support resume screening, candidate outreach, or initial assessments. All hiring decisions are made by our People team and hiring managers. If you have questions about our process please contact us./ppIf this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to View email address on click.appcast.io. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity./ppEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor./p/div